I.B.E.W. Local Union # 654 Defined Benefit Pension Plan
Sponsored by Ibew Lu 654 Pension Fund Trustees · EIN 236538183 · Plan #001
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 403
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
| Wedge Capital Management Llp CRD 106234 | deterministic · 100% | 2024 |
| Blackstone Alternative Asset Management L.P. CRD 107580 | fuzzy_auto · 95% | 2024 |
| Kohlberg Kravis Roberts & Co. L.P. CRD 144533 | fuzzy_auto · 98% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
| Hamilton Lane Advisors, L.L.C. CRD 107876 | fuzzy_auto · 95% | 2024 |
| Nb Alternatives Advisers Llc CRD 149822 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boston Trust & Investment Mgt Co | Investment management, Investment management fees (direct) | $107,508 |
| Sage Advisory Services, Ltd. Co. | Investment management, Investment management fees (direct) | $97,251 |
| Wedge Capital Management Llp | Investment management, Investment management fees (direct), Soft dollars commissions | $89,437 |
| Blackstone Alternative Asset Mgmt | Investment management, Investment management fees (direct) | $68,518 |
| Graystone/Morgan Stanley | Investment advisory (plan), Investment management fees (direct) | $50,000 |
| The Mckeogh Company | Actuarial, Direct payment from the plan | $45,000 |
| Kohlberg Kravis Roberts & Co. L.P. | Investment management, Investment management fees (direct) | $33,635 |
| Frank M. Vaccaro & Associates Inc | Contract administrator, Direct payment from the plan | $29,644 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $29,260 |
| Wells Fargo | Recordkeeping, Direct payment from the plan | $18,063 |
| Spear Wilderman P.C. | Legal, Direct payment from the plan | $15,185 |
| Fox Rothschild Llp | Legal, Direct payment from the plan | $13,647 |
| Principal Financial Group, Inc. | Custodial (securities), Direct payment from the plan | $8,798 |
| Newtower Trust Company | Trustee (institutional), Investment management, Investment management fees (indirect) | $0 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Hamilton Lane Advisor, Llc | Investment management, Investment management fees (indirect) | $0 |
| Nb Alternatives Advisers, Llc | Investment management, Investment management fees (indirect) | $0 |